Team
We drew together the most knowledgeable and talented individuals throughout our organization nationally when we orchestrated the establishment of our Sagemark Consulting Private Wealth Services division. These individuals stand out in our industry for their experience, reputation and results. Here are just some of the resources on our Sagemark Consulting Private Wealth Services team:
Rob Sesich is a Select Member of Sagemark Consulting Private Wealth Services, a preeminent group of financial planners within Lincoln Financial Advisors Corp. who have prodigious experience in wealth management, business continuity,...
Pat is the Practice Manager for Rob Sesich at the El Paso Lincoln Financial Advisors office. Pat will oversee the day to day operation of the practice. She is the primary El Paso office contact for day to day compliance issues. Pat is...
John W. Schatz, CRPC
Director of Financial Planning
John Schatz joined Lincoln Financial Advisors in 2000. John is currently a Director of Financial Planning. John not only works with planners within his offices, but also nationally with planners and managers throughout the Lincoln...
Robert E. Appel, J.D.*, LL.M., MBA
Second Vice President of National Design/Advanced Planning
Member of the American and Connecticut Bar Associations.
Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®
National Design/Advanced Planning Attorney
Russell G. Jones
Executive Director, Sagemark Consulting Private Wealth Services
Timothy S. Johnson, J.D.*, CRPC
Chief Investment Strategist
Dianna Parker, CFP®
Director of Planning
Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts.
Douglas B. Richmond
Director, Sagemark Consulting Private Wealth Services
Mary T. Young, ChFC®, CRPC, CFP®
Director of Financial Advisory Services